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3700 N Capital of Texas Hwy Ste 400
Austin, TX 78746
voice: 512-712-1525
e-mail: gdsmith@ml.com
From a holistic approach, I provide sophisticated advice and strategic guidance to help clients preserve, grow and transfer their wealth. I have combined both the art and science of investing through utilizing modern portfolio theory. In addition, I am committed to applying Merrill Lynch's Goals Based Wealth Management process to help my clients keep on track in route to reaching their life priorities. As well, estate planning resources are available including Corp TTEE services.
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6200 Bridge Point Pkwy
Bldg. IV Ste. 300
Austin, TX 78730
voice: 512-669-1929
fax: 512-329-4258
e-mail: tsthomas@ft.newyorklife.com
Temeika Thomas is a financial service professional and public speaker bringing awareness to the power of economic stability and the accumulation of wealth. Her passion is helping people maximize the benefits of life insurance and accumulate wealth through investments.
Please let her know how she can serve you today.
Cell: 512-669-1929
Email: Tsthomas@ft.newyorklife.com
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1001 Mays St
Round Rock, TX 78664
voice: 504-813-4928
fax: 512-852-4531
e-mail: ndtop5@yahoo.com
http://www.primerica.com/ward_ndtop5
Several studies show that only 5% of the working population are financially independent after working for 40-45 years. So after working most of their adult life, 95% of the population never reach financial freedom. Why is that?
Well two main reasons.
1. Lack of or incorrect financial knowledge.
2 . Lack of planning.
Proverbs 20:18 Plans are established
by seeking advice, so when you wage war, obtain knowledge.
My goal is to help as many people as possible get into the top 5%. I can help you first understand debt reduction, retirement plans, insurance and budgeting. Then we put together a plan designed specifically for your needs.
So what is the single most important financial question you would like to have answered?
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